Zachary Scheidt

Thursday Outlook: Commodities, Global Markets

It definitely appears that hard and soft commodities could be a long-term play both as an inflation investment from the domestic (US) side as well as from an international policy (China looking for options other than the dollar) side.

There are plenty of large and small cap opportunities to play this move as well as simply buying long-dated futures contracts. You could play this trend directionally (more aggressive) or use plenty of hedging techniques to at least bet on stability in these prices. I think as a worst case scenario we will have a stable floor for commodities over the next 18 months.

Good recap - appreciate the insight and the charts,
Zach
zachstocks.com